Task Types

Tasks are classified as follows:

• Request: Task of a "Consultation" template. For example: answering a legal consultation.
• Approval: Approval: Approve or reject a workflow step in a document. For example: approving a contract after review by Legal.
• Signature: Sign document, possibly using one of the integrations with digital signature solutions.
• Deadline extension: Evaluate deadline extension request by the person responsible for a workflow step.
• Clarification: Respond to a request for clarification about something specific within the document. For example: the context in which payment terms were negotiated.
• Tasks: Minor tasks that are not necessarily related to documents.
• Email: Request to send or reply to email.
• Meeting: Request for a meeting or receiving a call for a meeting.
• Call: Request to make or return a call.